Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
New
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
New
Registered Client Associate
Naples, FL · On-site
Do you know how to take care of people? We're looking for a registered client associate to: keep management systems up-to-date with client information educate clients on account services and ...
Registered Client Associate
Naples, FL · On-site
Do you know how to take care of people? We're looking for a registered client associate to: keep management systems up-to-date with client information educate clients on account services and ...
Client Associate
Orlando, FL · On-site
Are you outgoing with a desire to provide a world class client experience? We're looking for a client associate to: Help support client advisors in delivering exceptional client service and ...
Client Associate
Orlando, FL · On-site
Are you outgoing with a desire to provide a world class client experience? We're looking for a client associate to: Help support client advisors in delivering exceptional client service and ...
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and ...
Are you outgoing with a desire to provide a world class client experience? We're looking for a client associate to: • Help support client advisors in delivering exceptional client service and ...
Are you outgoing with a desire to provide a world class client experience? We're looking for a client associate to: • Help support client advisors in delivering exceptional client service and ...
Client Associate
Boca Raton, FL · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Client Associate
Boca Raton, FL · On-site
Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...
Registered Client Associate
Sarasota, FL · On-site
As a Client Associate, you'll play an important role in client service and team support. Your expertise • series 7 and 66 licenses • ideally 3+ years of experience in client service, within the ...
Registered Client Associate
Sarasota, FL · On-site
As a Client Associate, you'll play an important role in client service and team support. Your expertise • series 7 and 66 licenses • ideally 3+ years of experience in client service, within the ...
Your role We're looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information educate ...
Your role We're looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information educate ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...
We're looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information educate clients ...
We're looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information educate clients ...
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Your role Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client ...
Your role Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information • ...
Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information • ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Client Associate information
See Florida salary details
$13.8K - $17.7K
3% of jobs
$17.7K - $21.6K
1% of jobs
$21.6K - $25.4K
9% of jobs
$25.4K - $29.3K
6% of jobs
$30.7K is the 25th percentile. Wages below this are outliers.
$29.3K - $33.2K
16% of jobs
$33.2K - $37.1K
11% of jobs
The median wage is $38.4K / yr.
$37.1K - $40.9K
11% of jobs
$40.9K - $44.8K
14% of jobs
$45.8K is the 75th percentile. Wages above this are outliers.
$44.8K - $48.7K
15% of jobs
$48.7K - $52.5K
11% of jobs
$52.5K - $56.4K
3% of jobs
$13.8K
$38.1K
$56.4K
How much do client associate jobs pay per year?
As of Jun 7, 2026, the average yearly pay for client associate in Florida is $38,085.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,900.00 and $46,300.00 per year, depending on experience, location, and employer.
How does a Client Associate typically collaborate with other teams within a financial services firm?
Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.
What are Client Associates?
Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
What are the most commonly searched types of Client jobs in Florida? The most popular types of Client jobs in Florida are:
What are popular job titles related to Client Associate jobs in Florida? For Client Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Florida look for? The top searched job categories for Client Associate jobs in Florida are:
What cities in Florida are hiring for Client Associate jobs? Cities in Florida with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in FL? For Client Associate jobs in FL, the most frequently searched job titles are:
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 rated banks
Job description
Are you truly service oriented. Do you know how to take care of people?
We're looking for a Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH